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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
201
Focus Financial Network
Minnesota
$406K +$406K +6,297 New
BFEC
202
Benjamin F. Edwards & Company
Missouri
$403K +$2.65K +41 +0.7%
GC
203
Grace Capital
Massachusetts
$403K +$403K +6,239 New
OC
204
Oppenheimer & Co
New York
$400K +$400K +6,201 New
MHS
205
M Holdings Securities
Oregon
$399K -$14.1K -219 -3%
SS
206
Simplicity Solutions
Minnesota
$397K +$13.2K +205 +3%
FA
207
FDx Advisors
Illinois
$397K +$81.8K +1,268 +26%
SEIA
208
Signature Estate & Investment Advisors
California
$389K -$567K -8,785 -59%
CHA
209
Carmichael Hill & Associates
Maryland
$389K +$1.03K +16 +0.3%
WCM
210
Windham Capital Management
Massachusetts
$386K +$386K +5,982 New
AWM
211
AE Wealth Management
Kansas
$385K +$1.29K +20 +0.3%
WLIM
212
White Lighthouse Investment Management
Massachusetts
$380K -$496K -7,700 -57%
VIM
213
Vista Investment Management
Pennsylvania
$380K – – –
CWM
214
Confluence Wealth Management
Oregon
$378K – – –
B
215
Bailard
California
$375K – – –
WMA
216
Wealth Management Associates
New Jersey
$374K +$7.42K +115 +2%
TPWA
217
TRUE Private Wealth Advisors
Oregon
$371K -$106K -1,650 -22%
FT
218
Fiduciary Trust
Massachusetts
$368K -$33.9K -525 -8%
SMFS
219
Squar Milner Financial Services
California
$367K +$359K +5,568 +4,350%
IA
220
IFG Advisory
Georgia
$362K +$143K +2,212 +65%
FHB
221
First Hawaiian Bank
Hawaii
$357K +$36.2K +561 +11%
BS
222
Boenning & Scattergood
Pennsylvania
$356K -$378K -5,844 -51%
PPP
223
Private Portfolio Partners
New Jersey
$342K -$5.68K -88 -2%
NNP
224
Nachman Norwood & Parrott
South Carolina
$337K +$32.7K +506 +11%
WPC
225
Waters Parkerson & Co
Louisiana
$329K -$9.87K -153 -3%
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